+7,919.3%
TPR vs PLUG
-99.5%
+8,018.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.5% | 0.0% | +3.2% |
| 7D | +12.6% | +2.8% | +9.8% | +12.3% |
| 30D | +7.1% | -22.8% | +29.9% | +9.9% |
| 3M | -19.4% | -32.4% | +13.1% | -16.4% |
| 6M | -9.7% | -53.4% | +43.6% | -3.5% |
| YTD | -1.0% | -25.9% | +24.9% | -0.9% |
| 1Y | +19.3% | -42.1% | +61.4% | +22.1% |
| 3Y | +379.0% | -77.9% | +456.9% | +381.2% |
| 5Y | +239.1% | -96.4% | +335.5% | +296.5% |
| 10Y | +364.0% | +2.8% | +361.2% | +245.8% |
| All | +7,919.3% | -99.5% | +8,018.8% | +4,730.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling